Concurrent Investment Advisors, LLC Energy Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 60,971 shares of XLE stock, worth $5.01 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

60,971

Previous 67,838 10.12%

Holding current value

$5.01 Million

Previous $5.81 Billion 1.95%

% of portfolio

0.14%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$85.7 - $93.96 $588,501 - $645,223	-6,867 Reduced 10.12%	60,971 $5.7 Billion
Q4 2024 Feb 03, 2025	BUY	$83.32 - $97.27 $871,777 - $1.02 Million	10,463 Added 18.24%	67,838 $5.81 Billion
Q3 2024 Oct 30, 2024	SELL	$84.35 - $93.39 $7.99 Million - $8.85 Million	-94,764 Reduced 62.29%	57,375 $5.04 Billion
Q2 2024 Jul 30, 2024	SELL	$88.04 - $98.08 $4.92 Million - $5.48 Million	-55,844 Reduced 26.85%	152,139 $13.9 Billion
Q1 2024 May 07, 2024	BUY	$79.91 - $94.41 $442,142 - $522,370	5,533 Added 2.73%	207,983 $19.6 Billion
Q4 2023 Apr 15, 2024	BUY	$81.2 - $91.96 $16.4 Million - $18.6 Million	202,450 New	202,450 $17 Billion

Others Institutions Holding XLE

# of Institutions

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Energy Sector Spdr Transaction History